+28.3%
VEU vs HRB
+1.1%
+27.2%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.2% |
| 7D | +1.1% | -5.7% | +6.8% | +0.7% |
| 30D | +2.2% | +7.9% | -5.7% | +3.0% |
| 3M | +3.0% | +32.1% | -29.1% | +6.0% |
| 6M | +10.9% | +62.2% | -51.4% | +15.8% |
| YTD | +18.2% | +16.4% | +1.8% | +23.1% |
| 1Y | +28.3% | -0.3% | +28.5% | +33.2% |
| All | +28.3% | +1.1% | +27.2% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling